-79.7%
AMIX vs CLX
-20.9%
-58.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | +2.0% |
| 7D | -13.7% | -9.2% | -4.5% | +15.4% |
| 30D | -62.1% | -11.0% | -51.0% | -47.2% |
| 3M | -46.2% | +5.0% | -51.2% | -31.9% |
| 6M | -46.4% | -18.8% | -27.6% | -34.6% |
| YTD | -60.3% | -4.4% | -55.9% | -48.7% |
| 1Y | -79.7% | -21.9% | -57.8% | -75.1% |
| All | -79.7% | -20.9% | -58.8% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CLX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling